United Wire, Metal & Machine H & W Fd — Form 5500 plan (United Wire, Metal & Machine Health & Welfare Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Wire, Metal & Machine H & W Fd is a benefit plan reported by United Wire, Metal & Machine Health & Welfare Fund under EIN 13-5608135 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,748 participants and $86,487,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Wire, Metal & Machine Health & Welfare Fund
- EIN
- 13-5608135
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 2,748
- End-of-year plan assets
- $86,487,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,748 | H, C | 20241015214140NAL0030980449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,487,621
- Total liabilities (EOY)
- $10,597,210
- Net assets (EOY)
- $75,890,411
- Net assets (BOY)
- $78,665,787
Income & contributions
- Employer contributions
- $29,584,743
- Participant contributions
- $271,837
- Total contributions
- $29,856,580
- Total income / additions
- $39,661,531
Expenses & distributions
- Benefits paid
- $39,577,821
- Administrative expenses
- $2,859,086
- Total expenses
- $42,436,907
- Net increase / (decrease)
- -$2,775,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare Administrative Services | NONE | $1,228,105 | $0 | 2023 |
| Jrn Consulting, LLC | NONE | $347,537 | not reported in the loaded dataset | 2023 |
| Rosanna Furio | NONE | $212,035 | not reported in the loaded dataset | 2023 |
| Lorraine Buonacore | ADMINISTRATOR FOR EBP | $211,601 | not reported in the loaded dataset | 2023 |
| Principal Enhanced Property Fund Lp | PROVIDES SRVS FOR REL EBP | $148,498 | not reported in the loaded dataset | 2023 |
| Wanda Lozano | NONE | $128,109 | not reported in the loaded dataset | 2023 |
| Mark Pepgjonaj | NONE | $122,250 | not reported in the loaded dataset | 2023 |
| D.D. Services, Inc | NONE | $117,656 | not reported in the loaded dataset | 2023 |
| Francesco Licari | NONE | $111,888 | not reported in the loaded dataset | 2023 |
| Fenimore Asset Management, Inc. | PROVIDES SRVS FOR REL EBP | $107,668 | not reported in the loaded dataset | 2023 |
| Stephan Garriques | NONE | $103,122 | not reported in the loaded dataset | 2023 |
| Juan Then | NONE | $102,145 | not reported in the loaded dataset | 2023 |
| William Alexander | NONE | $90,822 | not reported in the loaded dataset | 2023 |
| Linda Alvarez | NONE | $90,088 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | PRO SRVS FOR RELATED EBP | $89,458 | not reported in the loaded dataset | 2023 |
| Segal Company (Eastern States), Inc | PROVIDES SRVS FOR REL EBP | $81,911 | not reported in the loaded dataset | 2023 |
| Alberto Rivera | NONE | $81,476 | not reported in the loaded dataset | 2023 |
| Kattia Santana | NONE | $73,703 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co, Llp | PRO SRVS FOR REL ORG & EB | $71,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | PROVIDES SRVS FOR REL EBP | $70,000 | not reported in the loaded dataset | 2023 |
| Vicky Tyczynski | NONE | $69,781 | not reported in the loaded dataset | 2023 |
| Murat Badioglu | NONE | $68,758 | not reported in the loaded dataset | 2023 |
| Eric Acevedo | NONE | $64,996 | not reported in the loaded dataset | 2023 |
| Eufemio Rodriguez | NONE | $61,676 | not reported in the loaded dataset | 2023 |
| Lourdes Berrezueta | NONE | $56,373 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | PRO SRVS FOR REL ORG & EB | $55,740 | $0 | 2023 |
| Milagros Acosta | NONE | $50,967 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Advi | PROVIDES SVRS FOR EBP | $48,028 | $0 | 2023 |
| Reynolds Consulting Services, LLC | PROVIDES SRVS FOR REL EBP | $40,000 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarrino & Shepherd Llp | PRO SRVS REL EBP | $33,000 | not reported in the loaded dataset | 2023 |
| Rebecca Brown | NONE | $20,185 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown, Pc | NONE | $19,943 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $13,744 | not reported in the loaded dataset | 2023 |
| Lerner Cumbo & Associates | NONE | $10,004 | not reported in the loaded dataset | 2023 |
| M&T Bank | PROVIDES SVRS FOR EBP | $9,616 | $0 | 2023 |
| Roy Barnes, Esq | PROVIDES SRVS FOR REL EBP | $8,861 | not reported in the loaded dataset | 2023 |
| Satesh Jaikarran | NONE | $7,525 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pllc | PROVIDES SRVS FOR REL EBP | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Wire, Metal & Machine Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Magnacare Administrative Services — Schedule C compensation
- Jrn Consulting, LLC — Schedule C compensation
- Rosanna Furio — Schedule C compensation
- Lorraine Buonacore — Schedule C compensation
- Principal Enhanced Property Fund Lp — Schedule C compensation
- Wanda Lozano — Schedule C compensation
- Mark Pepgjonaj — Schedule C compensation
- D.D. Services, Inc — Schedule C compensation
- Francesco Licari — Schedule C compensation
- Fenimore Asset Management, Inc. — Schedule C compensation
- Stephan Garriques — Schedule C compensation
- Juan Then — Schedule C compensation
- William Alexander — Schedule C compensation
- Linda Alvarez — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Segal Company (Eastern States), Inc — Schedule C compensation
- Alberto Rivera — Schedule C compensation
- Kattia Santana — Schedule C compensation
- Buchbinder Tunick & Co, Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Vicky Tyczynski — Schedule C compensation
- Murat Badioglu — Schedule C compensation
- Eric Acevedo — Schedule C compensation
- Eufemio Rodriguez — Schedule C compensation
- Lourdes Berrezueta — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Milagros Acosta — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Barnes, Iaccarrino & Shepherd Llp — Schedule C compensation
- Rebecca Brown — Schedule C compensation
- Withum Smith & Brown, Pc — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Lerner Cumbo & Associates — Schedule C compensation
- M&T Bank — Schedule C compensation
- Roy Barnes, Esq — Schedule C compensation
- Satesh Jaikarran — Schedule C compensation
- Littler Mendelson Pllc — Schedule C compensation